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Josephine Blythe

DipPFS

I aim to educate my clients about financial planning and help them to design a plan to achieve their goals that suits their appetite for risk whilst taking advantage of tax breaks available to them.


About

Building up and maintaining capital for the future is surely something we all want to achieve in life.

How easily we can build that capital may well depend upon our family circumstances or our choice of career or simply how disciplined we are about saving for tomorrow.

Growing and maintaining our wealth is then down to how well we manage our investments and how often we review our circumstances. It is vital that we understand the balance between risk and reward whilst keeping a keen eye on insuring against unforeseen circumstances such as premature death or illness that will have an effect on our family finances.

My aim is to educate my clients about financial planning and help them to design a plan to achieve their goals that suits their appetite for risk whilst taking advantage of tax breaks available to them.

I am a specialist in retirement planning. I help clients to understand the importance of planning well ahead of retirement or if they are nearing retirement, I help them to understand their options and how to get the most from their pension pots - this is probably one of the most important decisions in their life.

I pride myself in maintaining long-term relationships with clients and I believe that successful financial planning is about finding a trusted adviser to whom you go to for all things financial throughout your life and career.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Promotions

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Mortgages and specialist banking
Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.

Testimonials

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Josephine and her team are always approachable, knowledgeable and professional.

Nigel Thomas| Projects Director

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 20/02/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Josephine Blythe is a Limited Liability Partnership registered in England and Wales, Number OC441563 Registered Office: Brookleigh Milley Road, Waltham St. Lawrence, Reading, RG10 0JR.